Cosner Financial Group, LLC Top Holdings and 13F Report (2025) About Cosner Financial Group, LLCInvestment ActivityCosner Financial Group, LLC has $157.85 million in total holdings as of December 31, 2024.Cosner Financial Group, LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.95% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Cosner Financial Group, LLC has purchased 36 new stocks and bought additional shares in 18 stocks.Cosner Financial Group, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $19,820,554iShares Morningstar Mid-Cap Growth ETF $19,152,328iShares Core S&P U.S. Value ETF $13,160,491iShares Russell Top 200 Growth ETF $13,030,179iShares S&P 500 Value ETF $12,999,252 Largest New Holdings this Quarter Visa $202,266 Holding Largest Purchases this Quarter iShares Broad USD Investment Grade Corporate Bond ETF 18,815 shares (about $945.72K)iShares 10+ Year Investment Grade Corporate Bond ETF 15,725 shares (about $776.82K)iShares Morningstar Mid-Cap Growth ETF 9,607 shares (about $725.62K)iShares S&P 500 Value ETF 3,664 shares (about $699.38K)Pacer US Small Cap Cash Cows 100 ETF 11,759 shares (about $517.51K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,859 shares (about $1.68M)AMERICAN HEALTHCARE REIT INC 9,713 shares (about $276.04K)iShares Russell Top 200 Growth ETF 812 shares (about $191.36K)Chevron 22 shares (about $3.19K)Fidelity Total Bond ETF 8 shares (about $358.96) Sector Allocation Over TimeMap of 500 Largest Holdings ofCosner Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$19,820,554$144,697 ▲0.7%154,10212.6%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$19,152,328$725,618 ▲3.9%253,57212.1%ETFIUSViShares Core S&P U.S. Value ETF$13,160,491$139,996 ▲1.1%142,1378.3%ManufacturingIWYiShares Russell Top 200 Growth ETF$13,030,179$191,357 ▼-1.4%55,2928.3%ETFIVEiShares S&P 500 Value ETF$12,999,252$699,381 ▲5.7%68,1028.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$11,713,469$945,721 ▲8.8%233,0387.4%ManufacturingIVViShares Core S&P 500 ETF$10,617,362$1,683,025 ▼-13.7%18,0366.7%ETFIUSGiShares Core S&P U.S. Growth ETF$9,818,541$435,054 ▲4.6%70,4596.2%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$7,214,5930.0%74,4544.6%FinanceIVWiShares S&P 500 Growth ETF$6,172,003$9,544 ▲0.2%60,7903.9%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$5,453,223$776,816 ▲16.6%110,3893.5%ETFCVXChevron$3,612,744$3,186 ▼-0.1%24,9432.3%Oils/EnergyIDEViShares Core MSCI International Developed Markets ETF$2,949,2450.0%45,7461.9%ETFMUBiShares National Muni Bond ETF$2,733,4340.0%25,6541.7%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,724,2870.0%34,6661.1%ManufacturingIWMiShares Russell 2000 ETF$1,669,5960.0%7,5561.1%FinanceIJHiShares Core S&P Mid-Cap ETF$1,648,4110.0%26,4551.0%ETFAMERICAN HEALTHCARE REIT INC$1,570,944$276,043 ▼-14.9%55,2761.0%COM SHSGOVTiShares U.S. Treasury Bond ETF$1,293,5900.0%56,2920.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,189,315$20,617 ▲1.8%12,8640.8%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,072,379$517,507 ▲93.3%24,3670.7%ETFVUGVanguard Growth ETF$1,004,385$9,030 ▲0.9%2,4470.6%ETFSUBiShares Short-Term National Muni Bond ETF$954,0670.0%9,0450.6%ETFFBNDFidelity Total Bond ETF$939,007$359 ▼0.0%20,9270.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$918,439$1,304 ▲0.1%9,1550.6%ETFGCOWPacer Global Cash Cows Dividend ETF$749,754$2,362 ▲0.3%22,2220.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$719,641$3,303 ▲0.5%9,1500.5%ETFDHRDanaher$654,9060.0%2,8530.4%MedicalJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$645,552$3,484 ▲0.5%6,3000.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$560,3760.0%5,2450.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$534,269$15,194 ▲2.9%9,6350.3%ManufacturingEPIWisdomTree India Earnings Fund$374,159$4,255 ▲1.2%8,2650.2%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$268,7890.0%2,1510.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$243,6120.0%2,2430.2%ETFUNHUnitedHealth Group$236,366$1,012 ▲0.4%4670.1%MedicalWMTWalmart$224,4290.0%2,4840.1%Retail/WholesaleVVisa$202,266$202,266 ▲New Holding6400.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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